What makes 2017 such a challenging year for investing is the transition from a central-bank fueled economy to one that is propagated by a wide range of fiscal policy initiatives:
• Repealing and replacing Obamacare
• Individual and corporate tax reform
• … More >>
As we anticipated, last week the Fed announced another increase of 25 basis points to the Fed Funds Rate. [i] This comes as no surprise to many investors. Yet what may come as a surprise is that the banks sold off 1.26% following this announcement. [ii]
The Fed… More >>
Based on Friday’s very strong jobs report, the economy looks poised to launch into a higher level of growth. The Labor Department reported that the U.S. economy added 235,000 jobs during the month of February, which is consistent with the strong jobs report from… More >>
When it comes to portfolio construction, allocations toward Emerging Markets (EMs) make up a meaningful part of most portfolios; this helps to diversify and drive total portfolio returns. It’s important for investors to gain a better understanding of the rationale and… More >>